+48.1%
TSLA vs OXY
+157.9%
-109.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -3.4% | +1.4% | -4.8% | -3.7% |
| 30D | +9.2% | +4.0% | +5.2% | +8.2% |
| 3M | -4.7% | +7.6% | -12.3% | -6.8% |
| 6M | -8.9% | +16.2% | -25.1% | -14.0% |
| YTD | -19.2% | +50.8% | -70.0% | -30.0% |
| 1Y | +4.5% | +34.7% | -30.2% | -6.4% |
| 3Y | +46.3% | -1.0% | +47.3% | +38.5% |
| 5Y | +48.1% | +163.2% | -115.0% | +4.4% |
| All | +48.1% | +157.9% | -109.8% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded OXY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling